offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form multi-member pension schemes, Portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs). In addition, times and report directly to the Private Client and Trust Manager Key Duties and Responsibilities: Manage Agreements (SLA). Remain abreast of pension and trust regulations Appropriately store/input and reference A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements
accredited financial advisor commands the respect and trust of those customers who are entrusting their and certificate 2 to 3 Years prior work experience Access to in-segment market and existing network/ Client date) A valid Driver's license and own car/ or access to a vehicle A clear criminal and credit check will pay a seat cost for the opportunity to have access to clients
accredited financial advisor commands the respect and trust of those customers who are entrusting their and certificate 2 to 3 Years prior work experience Access to in-segment market and existing network/ Client date) A valid Driver's license and own car/ or access to a vehicle A clear criminal and credit check will pay a seat cost for the opportunity to have access to clients
of between R 1 mil – R 2 mil p/a No cold calling Access to a 300 000 strong database of potential investors G Suite, Zoom) Telephone etiquette Knowledge on Trust entity and company structures Knowledge on property including Chartered Accountants, Tax Specialists, Trust Attorney, Rental Managers, Homeloan Specialists
of between R 1 mil – R 2 mil p/a No cold calling Access to a 300 000 strong database of potential investors G Suite, Zoom) Telephone etiquette Knowledge on Trust entity and company structures Knowledge on property including Chartered Accountants, Tax Specialists, Trust Attorney, Rental Managers, Homeloan Specialists
Bank reconciliations (All business bank accounts: Trust, Business and Vat &Salaries account, including monthly basis and annually for audit purposes and trust audits (including liaising with Auditors) Generate assessments and Empowerdex Trust Accounting Monitor and maintain company Trust account Act as Law Society
include but not limited to: Individual, Companies, Trusts and Close Corporation income tax returns completed eFiling Tax computations for Individual, Companies, Trusts and Close Corporation income tax returns Calculation Provisional tax returns for Individual, Companies, Trusts and Close Corporations Completing Dividend withholding
and Trust Secretarial Services
providing strategic financial advice as well as manage trusts and investments for our clients.
Caseware – draft and review FS with companies and trusts Good understanding of company tax requirements